Adams Wealth Partners

Tax season is almost over! ? Myles and Carson break down what to do next—whether you’ve already filed or are wrapping things up. Don’t miss these key steps to stay ahead and set yourself up for success! ???? Watch the full episode here: https://lnkd.in/e_kG6AR8 #taxplanning #taxseason #financialplanning

Today, we celebrate the incredible individuals in our lives with Down syndrome—our brothers, our children, our inspiration. ???? #WorldDownSyndromeDay

Don’t let headlines mess with your financial plan! Carson explains why staying focused on your strategy is key. ??? Watch the full podcast here: https://lnkd.in/ePMEn9vd #Financialplanning #MarketVolatility

Celebrating the amazing women of Adams Wealth Partners and beyond this Women’s History Month! ??? #WomensHistoryMonth #EmpoweredWomen

Market up and downs are nothing new. David W. Adams, CPA, CFP?, CEPA? breaks down the recent volatility and why a solid financial plan keeps you on track through the noise. ???? #MarketUpdate?#FinancialPlan

Please join us on Tuesday, March 25th, at 1:30 PM Central Time for our Spring Market Update. Over the past few months, we’ve seen notable shifts in the market and government policies, and we’ll be diving into what these changes mean for investors. During this session, we’ll provide insights on key market trends, economic updates, and strategies to help you stay informed and confident in your financial decisions. To register for our Spring Market Update click here: https://lnkd.in/eCphKHjT #marketupdate #webinar

Congratulations to Myles Zueger, CFP?, CPWA? on completing the CPWA certification! ?? The CPWA? is one of the most advanced certifications for financial professionals, equipping advisors with specialized expertise in serving high-net-worth clients—helping them navigate complex wealth strategies, tax efficiencies, and legacy planning. This knowledge will help the team to better assist clients in some of the most pivotal moments in life - whether that be retirement, selling a business, or helping to preserve legacy for generations to come. - Investments & Wealth Institute? (The Institute) is the owner of the certification marks “CPWA ?” and “Certified Private Wealth Advisor ?”. Use of the CPWA ? or Certified Private Wealth Advisor ? signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for wealth advisors. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Adams Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

On this week's episode of the Retire While You Work? podcast, Carson, David, and Myles discuss the current market conditions—what’s driving volatility, key trends to watch, and strategies to stay on track with your financial goals. Tune in for expert insights and practical takeaways! https://lnkd.in/epJVYHcg #stockmarket #marketvolatility

We are proud to announce that David W. Adams, CPA, CFP?, CEPA? has been recognized as one of Barron's Top Financial Advisors in the U.S. for 2025! This prestigious honor reflects his dedication, expertise, and commitment to helping clients achieve their financial goals. This is the third consecutive year that David has received this award. Congratulations, David! ?? - Barron’s Top 1,200 Financial Advisors 2025, is based on the period from 09/30/2023 – 09/30/2024 and was released on 03/10/2025. 7,669 nominations were received and 1,200 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://lnkd.in/gmgXiqAr.

David W. Adams, CPA, CFP?, CEPA? reflects on the lasting impact of his beloved mentor, whose wisdom, support, and guidance shaped his career and life. A tribute to a mentor who made a difference.